TVPW
RONB

Third View Private Wealth’s Baron First Principles ETF RONB Stock Holding History

Third View Private Wealth’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Buy
11,640
+1,292
+12% +$30.5K 0.03% 253
2026
Q1 		$237K Buy
+10,348
New +$249K 0.03% 250

Other funds holding RONB

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Third View Private Wealth's RONB Position: Q2 2026 in Review

Third View Private Wealth increased its Baron First Principles ETF (RONB) stake by 12% in Q2 2026, buying an estimated $30.5K and bringing the position to 11,640 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #253.

Third View Private Wealth first reported a position in RONB in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • Third View Private Wealth held 11,640 shares of Baron First Principles ETF worth $284K as of Q2 2026.
  • Third View Private Wealth bought 1,292 Baron First Principles ETF shares in Q2 2026, an estimated $30.5K.
  • Baron First Principles ETF made up 0.03% of Third View Private Wealth's portfolio in Q2 2026, its #253 holding.
  • Third View Private Wealth first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.